截至6月30日，鹏鼎控股股东户数6.15万，较上期增加30.88%；人均流通股37502股，较上期减少 23.59%。2025年1月-6月，鹏鼎控股实现营业收入163.75亿元，同比增长24.75%；归母净利润12.33亿 元，同比增长57.22%。 分红方面，鹏鼎控股A股上市后累计派现97.25亿元。近三年，累计派现50.97亿元。 机构持仓方面，截止2025年6月30日，鹏鼎控股十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股4780.62万股，相比上期减少84.71万股。兴全商业模式混合(LOF)A（163415）位居第五大 流通股东，持股2586.94万股，相比上期减少392.12万股。兴全合润混合A（163406）位居第六大流通股 东，持股2071.46万股，持股数量较上期不变。兴全新视野定期开放混合型发起式（001511）位居第七 大流通股东，持股1635.53万股，相比上期减少457.95万股。华泰柏瑞沪深300ETF（510300）位居第八 大流通股东，持股1242.76万股，相比上期增加99.35万股。易方达沪深300ETF（510310）位居第十大流 通股东，持股884.02 ...

Company Overview - Zhongke Feimeasure Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on December 31, 2014. The company went public on May 19, 2023. Its main business involves the research, production, and sales of integrated circuit equipment, specifically in testing and measurement [1][2]. Financial Performance - As of June 30, 2025, Zhongke Feimeasure reported a revenue of 702 million yuan, representing a year-on-year growth of 51.39%. However, the net profit attributable to shareholders was a loss of 18.35 million yuan, which is an increase in loss of 73.01% compared to the previous period [2]. - Since its A-share listing, the company has distributed a total of 44.8 million yuan in dividends [3]. Stock Performance - On September 29, Zhongke Feimeasure's stock price increased by 2.02%, reaching 118.55 yuan per share, with a trading volume of 306 million yuan and a turnover rate of 1.05%. The total market capitalization stands at 38.125 billion yuan [1]. - Year-to-date, the stock price has risen by 35.41%, with a 21.58% increase over the last five trading days, a 15.29% increase over the last 20 days, and a 40.51% increase over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 11.83% to 9,774, while the average number of circulating shares per person increased by 15.34% to 25,403 shares [2]. - The top ten circulating shareholders include notable funds such as Nuoan Growth Mixed A and Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, with the latter being a new entrant [3].

9月29日，思瑞浦盘中下跌2.02%，截至09:54，报165.20元/股，成交1.88亿元，换手率0.85%，总市值 224.09亿元。 资金流向方面，主力资金净流出324.42万元，特大单买入1446.77万元，占比7.71%，卖出1440.32万元， 占比7.67%；大单买入4669.04万元，占比24.87%，卖出4999.91万元，占比26.63%。 思瑞浦今年以来股价涨78.59%，近5个交易日涨3.95%，近20日涨1.97%，近60日涨22.31%。 今年以来思瑞浦已经2次登上龙虎榜，最近一次登上龙虎榜为4月15日。 思瑞浦所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：模拟芯片、汽车芯片、集成 电路、芯片概念、半导体等。 截至6月30日，思瑞浦股东户数1.15万，较上期增加26.45%；人均流通股11512股，较上期减少20.91%。 2025年1月-6月，思瑞浦实现营业收入9.49亿元，同比增长87.33%；归母净利润6568.67万元，同比增长 200.07%。 分红方面，思瑞浦A股上市后累计派现9098.51万元。近三年，累计派现2476.03万元。 机构持仓方面，截止2 ...

Core Viewpoint - The stock of Amlogic Co., Ltd. has experienced fluctuations, with a recent decline of 2.06% and a year-to-date increase of 52.59%, indicating strong market interest and volatility in the semiconductor sector [1][2]. Financial Performance - For the first half of 2025, Amlogic reported a revenue of 3.33 billion yuan, representing a year-on-year growth of 10.42%, while the net profit attributable to shareholders was 497 million yuan, up 37.12% compared to the previous year [2]. - Cumulatively, the company has distributed 257 million yuan in dividends since its A-share listing, with 208 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 22,200, with an average of 18,993 shares held per shareholder, reflecting a slight increase [2]. - The top ten circulating shareholders include notable funds such as Xingquan Huirun Mixed A and Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board 50 ETF, with varying changes in their holdings [3]. Market Activity - The stock's trading activity shows a net outflow of 13.29 million yuan from major funds, with significant buying and selling activity from large orders [1]. - The stock's performance over different time frames includes a 5.22% increase over the last five trading days and a 49.93% increase over the last 60 days, indicating strong momentum [1]. Company Overview - Amlogic, established on July 11, 2003, specializes in the research, design, and sales of system-level SoC chips and related products, with 99.98% of its revenue coming from product sales [1]. - The company operates within the semiconductor industry, focusing on digital chip design and is involved in various concept sectors including integrated circuits and automotive chips [1].

9月29日，睿创微纳盘中下跌2.09%，截至09:54，报83.86元/股，成交1.01亿元，换手率0.26%，总市值 385.96亿元。 资金流向方面，主力资金净流出835.37万元，特大单买入648.59万元，占比6.41%，卖出1400.31万元， 占比13.84%；大单买入1286.00万元，占比12.71%，卖出1369.65万元，占比13.54%。 睿创微纳今年以来股价涨79.00%，近5个交易日涨2.90%，近20日涨9.38%，近60日涨24.35%。 资料显示，烟台睿创微纳技术股份有限公司位于中国(山东)自由贸易试验区烟台片区烟台开发区南昌大 街6号，成立日期2009年12月11日，上市日期2019年7月22日，公司主营业务涉及专用集成电路、MEMS 传感器及红外成像产品的设计与制造。主营业务收入构成为：红外热成像及光电业务94.48%，微波射 频业务2.94%，其他2.59%。 分红方面，睿创微纳A股上市后累计派现3.31亿元。近三年，累计派现1.99亿元。 机构持仓方面，截止2025年6月30日，睿创微纳十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1316.61万股，相 ...

上周，A股"9·24行情"迎来一周年。在过去的一年里，市场悄然发生着深刻的变化：A股主要指数大幅上涨、市场总市值首破百万亿元、公 募"翻倍基"批量出现…… 指数上扬，市场向好 "9·24行情"启动以来，上证指数累计涨幅达40.19%，深证成指涨幅超65%，北证50、科创50、创业板指等指数涨幅均超100%。其中，北证50指 数大涨163.26%。市场呈现明显的"成长强于价值"态势。 近一年市场各主要指数涨跌幅情况 公募爆发，"翻倍基"涌现 A股市场行业表现方面，近一年，电子行业成为最耀眼的明星。整体看，申万一级31个行业全线飘红，科技股领涨，带动A股估值提升。其 中，电子、通信、综合行业涨幅领先，均涨超100%；计算机、传媒、机械设备行业涨幅均超80%。仅煤炭、石油石化、公用事业行业涨幅不 足10%。 近一年申万一级31个行业涨跌幅情况 展望后市，机构认为，上涨驱动力有望持续。国泰海通证券称，投资者无需过度担忧阶段性调整：其一，两融规模、流通市值处历史均值， 两市整体估值不高，多数权重股股价处于低位，未显过热；其二，中国货币政策宽松仍有空间，增量经济支持举措有望出台。（资料来源： 国泰海通证券《波动与应对》， ...

"目前A股科技板块市值占比超过1/4。"中国证监会主席吴清日前表示。 科技板块已经成为A股市场举足轻重的组成部分。作为机构投资者的代表，公募基金在科技投资，尤其 是在人工智能（AI）、人形机器人、创新药等科技创新投资的大潮中，可谓当仁不让。 中国证券报记者调研采访多家公募基金公司后发现，科技投资对于公募基金而言，是方向之变、方法之 变，更是思维之变。对照此前研究和投资，科技板块显然是崭新的方向，需要一套为成长估值、为创新 定价的体系，背后更是研究和投资在思维层面的"链式反应"：科技投资不再是简单的"线性思维"，而是 复杂、复合的"系统思维"。这一思维模式，在研究、定价、投资、风控等领域，正在全面塑造行业发展 的新范式。 投资新陈代谢 "资本市场服务科技创新跑出'加速度'，资本市场含'科'量进一步提升。近年来，新上市企业中九成以上 都是科技企业或者科技含量比较高的企业。目前A股科技板块市值占比超过1/4，已明显高于银行、非银 金融、房地产行业市值合计占比。市值前50名公司中科技企业从'十三五'末的18家提升至当前的24 家。"吴清点出了A股市场的新变化。 "许多年后，当我们回忆起往事时，可能会发现资本市场的改变 ...

Market Overview - The market experienced a significant adjustment on Friday afternoon, attributed to pre-holiday effects and style drift in portfolio adjustments, with external trade impacting sentiment [3] - The Shanghai stock market saw a substantial decrease in financing balance by 11.2 billion, marking the largest drop recently, particularly affecting sectors like robotics and gaming [4] Industrial Profit Recovery - Industrial profits showed a remarkable recovery, with August profits increasing by 20.4%, the highest growth rate since December 2023, indicating a positive trend in industrial revenue [6][8] - The State-owned Assets Supervision and Administration Commission emphasized the need to resist "involution" competition, which is contributing to the improvement in industrial profits [6] Growth Strategies in Various Industries - Multiple government departments have released growth stabilization plans for key industries, including petrochemicals and non-ferrous metals, aiming for an average annual growth of over 5% from 2025 to 2026 [8][9] - The focus on new materials and technologies is seen as a catalyst for emerging industries, enhancing the performance of leading companies [9] Technology Sector Developments - Xiaomi reported strong sales for its new product line, with the Xiaomi 17 series breaking sales records shortly after launch, indicating robust consumer demand [10] - The National Development and Reform Commission announced measures to foster innovation in digital economy enterprises, which is expected to strengthen the technology sector [13] Energy Storage and Battery Industry - The lithium battery industry in China has seen significant activity, with 183 new projects signed or initiated from January to August, amounting to a planned investment of 400 billion [15] - Major battery manufacturers are operating at full capacity due to strong demand for energy storage cells, indicating a bullish outlook for the sector [15] Strategic Market Outlook - The market is expected to experience short-term volatility due to pre-holiday effects, but the long-term outlook remains positive with a focus on self-sufficiency in technology and stable growth strategies [17] - Institutional investors are showing a strong commitment to sectors with confirmed growth, while the focus on "involution" and stable growth continues to provide opportunities for long-term investment [17]

Industry Transformation - Cultivated diamonds are transitioning from decorative items to critical materials in the tech industry, addressing significant thermal management challenges in semiconductor applications [2] - The global cultivated diamond market is undergoing a silent revolution, with China emerging as the dominant producer, accounting for 60% of global output [2][3] - The acceptance of cultivated diamonds is increasing among consumers, with 43% of post-95s opting for customizable cultivated diamond wedding rings [2] Technological Pathways - The two primary methods for synthesizing cultivated diamonds are High Pressure High Temperature (HPHT) and Chemical Vapor Deposition (CVD), with Chinese companies leading in HPHT production [3] - The HPHT method is particularly suited for producing larger diamonds, while CVD is preferred for high-purity diamonds suitable for semiconductor applications [3] - China's diamond production reached 2 billion carats last year, with gem-quality diamonds exceeding 12 million carats, representing 60% of global production [3] Market Potential - The diamond cooling market is projected to grow from $0.5 million in 2025 to $15.24 billion by 2030, with a compound annual growth rate of 214% [1][10] - The demand for high-performance cooling solutions is driven by the increasing thermal density of chips as the semiconductor industry advances towards smaller nodes [2] Key Companies Overview - Zhongbing Hongjian (中兵红箭) is a leading player in the industry, with a significant market share and advanced technology in diamond synthesis for high-end applications [5] - Huanghe Xuanfeng (黄河旋风) has achieved breakthroughs in CVD technology, producing diamonds over 10 carats and collaborating with universities on thermal management solutions [6] - Power Diamond (力量钻石) is recognized for its cost-effective HPHT production and is actively developing diamond materials for semiconductor cooling [7] - Sifangda (四方达) is expanding into CVD diamond production with a new super factory, aiming to become a major player in the market [8] - Guojijinggong (国机精工) is a dual leader in equipment and materials, benefiting from the industry's expansion cycle with a strong market presence [9] Future Outlook - The cultivated diamond industry is entering a phase of explosive growth, with competition intensifying as companies focus on technology, branding, and policy [10] - The market for diamond cooling solutions is expected to reshape the value chain of the diamond industry and influence the competitive landscape of next-generation computing technologies [10]

Economic Resilience - The U.S. economy has demonstrated unexpected resilience, with the second quarter real GDP annualized growth rate revised to 3.8%, surpassing the previous expectation of 3.3% [1][4] - Nominal GDP grew approximately 6.0% during the same period, indicating dual expansion in economic activity both in price and real terms [1] Consumer Spending and Imports - The upward revision in GDP is primarily attributed to strong consumer spending and a statistical effect from declining imports, which contributed positively to GDP [4] - Continued active household consumption serves as a solid support for economic growth [4][5] Inflation and Monetary Policy - The latest PCE data for August shows overall inflation at 2.7% year-on-year, with core inflation at 2.9%, remaining above the Federal Reserve's 2% target [5] - The market anticipates a modest interest rate cut of 25 basis points by the Federal Reserve in October [5] Federal Reserve's Approach - The Federal Reserve's room for maneuver has reopened, but high housing and service prices suggest a cautious and gradual approach to monetary easing rather than an aggressive shift [6] Global Business Implications - The U.S. economy's "time-sensitive execution" advantage is emerging, where companies that can quickly bring R&D results to market will achieve exceptional returns [6] - Global companies face both challenges and opportunities, as tariffs and supply chain restructuring will compel multinational corporations to accelerate their U.S. or nearshore operations [6] Capital Market Predictions - If the Federal Reserve enters a rate-cutting cycle, capital-intensive sectors such as AI, semiconductors, and medical technology are expected to benefit directly [6] - Investment will favor projects that can quickly generate cash flow and demonstrate scalability, indicating a selective approach to capital allocation [6] Strategic Outlook - The latest GDP report highlights the structural resilience of the U.S. economy, providing new strategic references for global capital and businesses [6] - Companies that can leverage the rapid response mechanisms of the U.S. market, optimize supply chain flexibility, and utilize capital markets for scaling are likely to convert short-term resilience into long-term advantages [6]